Dev Kantesaria Holdings Activity
Valley Forge Capital Management Portfolio 13F
Valley Forge Capital Management has disclosed a total of 6 changes to the portfolio in the latest (2022 Q2) SEC report(s): increased the number of shares of 4, bought 1 totally new and completely sold out 1 position(s).
What stocks is Dev Kantesaria buying now?
In the recent quarter Dev Kantesaria has purchased 5 securities: (SPGI) S&P GLOBAL INC (added shares +8.91%), (AZPN) ASPEN TECHNOLOGY INC (new buy), (FICO) FAIR ISAAC CORP (added shares +7.11%), (MCO) MOODY'S CORP (added shares +7.23%) and (MA) MASTERCARD INC - A (added shares +2.11%).
What does Dev Kantesaria invest in?
Dev Kantesaria's top 5 holdings (by % of portfolio) are (MA) MASTERCARD INC - A (22.21%), (SPGI) S&P GLOBAL INC (19.52%), (FICO) FAIR ISAAC CORP (17.26%), (MCO) MOODY'S CORP (14.1%) and (V) VISA INC-CLASS A SHARES (8.57%).
Shares, change to shares, sold shares - split-adjusted.
Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.
Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.